Plan Snapshot
- Plan Sponsor: Isaacs & Isaacs, Psc
- Sponsor EIN: 611231778
- Sponsor Address: 1601 BUSINESS CENTER COURT, LOUISVILLE, KY, 40299
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 114 | $9.5M | $361,835 | $823,000 |
| 2023 | 80 | $8.5M | $350,589 | $785,194 |
| 2022 | 84 | $9.1M | $296,240 | $543,012 |